Making Source Field Mandatory in Zendesk Sell
Can I make the source field mandatory for leads and deals?
Yes, you can make the source field mandatory for leads and deals in Zendesk Sell. This ensures that every lead or deal has a source assigned, helping you maintain consistent data.
To set fields as mandatory, you need to follow specific steps outlined in the Zendesk guide on working with mandatory fields. This guide provides detailed instructions on how to configure your settings to require a source for every lead and deal.
More related questions
How do I track lead and deal sources in Zendesk Sell?
Tracking lead and deal sources in Zendesk Sell helps you evaluate which channels are most effective for your business. To start tracking, you need to define your own list of sources. These sources can be anything from your website to a trade show…
Why doesn't a contact have a source field in Zendesk Sell?
In Zendesk Sell, the source field is not available by default on contact cards. When you convert a lead to a contact, the source information is transferred to the deal, not the contact. If you want to track source information on contact cards, you…
How can I import new leads with the source field in Zendesk Sell?
To import new leads with the source field in Zendesk Sell, you need to include a 'Source' column in your import file. This column should contain the Source IDs that you have set up in Zendesk. During the import process, map this column to the…
Where can I find reports on lead sources in Zendesk Sell?
Currently, Zendesk Sell's reporting capabilities are limited, and specific reports on lead sources may not be directly available. However, you can track source information through Sell’s activity reports. These reports allow you to see how…
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